Montgomery Cemetery Memorial Trust Association (EIN 436041545) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

Sharon Wehrman

Phone

5732530784

Tax Period

2025-01-01 to 2025-12-31

Montgomery Cemetery Memorial Trust Association, founded in 1957, is a small nonprofit that reported $165K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 52% operating margin.

Mission

Maintain the cemetery

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $14,694

Program Service Revenue $0

Investment Income $150,588

Other Revenue $0

TOTAL REVENUE $165,282

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,519

TOTAL EXPENSES $78,519

Year-over-Year Comparison

	2025	2024	Change
Revenue	$165,282	$145,391	+0.1%
Expenses	$78,519	$75,979	+0.0%
Net Income	$86,763	$69,412	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Sharon Wehrman	President	Officer Director	$0	$0	$0
Pitman Miller	Vice President	Officer Director	$0	$0	$0
Robert L Morrow	Secretary/Treasurer	Officer Director	$0	$0	$0
Pat Hemeyer	Director	Officer Director	$0	$0	$0
Grace River	Director	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$165,282	$78,519	$2,127,419	$86,763
2024	$145,391	$75,979	$1,931,047	$69,412
2023	$93,665	$70,820	$1,837,212	$22,845
2022	$89,278	$81,277	$1,707,169	$8,001
2021	$128,202	$85,948	$2,078,901	$42,254
2020	$164,799	$74,425	$2,029,067	$90,374

Montgomery Cemetery Memorial Trust Association